Mutual Funds & ETFs

iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) uses an index-tracking mandate. The stated benchmark is S&P 900 Growth Index. The benchmark defines the eligibleInvestmentuniverse, and its membership and weights shape the portfolio. Anindexobjective does not mean the fund and benchmark will match exactly. Expenses, …

Invesco DB US Dollar Index Bullish Fund (NYSEARCA:UUP) holds futures on the US Dollar Index, which weighs the dollar against the euro, yen, pound, Canadian dollar, Swedish krona and Swiss franc. The euro dominates the basket with well over half the weight, so European …

October was rough. The Nasdaq Composite fell about 5.2%, and on October 30 it dropped 2.8%, its worst day since June 5, as Intel (NASDAQ:INTC) plunged 28.58% on weak guidance. A published market count found that 47 AI and chip stocks lost about USD …

The following day turned the picture around. On Tuesday, November 3, the S&P 500 added 27.52 points, or 0.36%, to 7,568.92, and theNasdaqComposite gained 0.83%, but published breadth figures showed most S&P 500 stocks falling. At 2:17 p.m. ET, 291 members were down and …

The global mandate combines developed and emerging market equities within one portfolio. That offers a wide geographic opportunity set, but it does not imply equal exposure to countries or industries. The size of the underlying markets and the benchmark structure shape the resulting allocation. …

The fund combines developed and emerging AsianEquitymarkets while excluding Japan. That boundary changes the industries and economies represented compared with an unrestricted Asian allocation. Company revenues can also span borders, so a security's market classification does not describe every source of its earnings. The …

A minimum volatility mandate uses a different selection objective from simply holding a broad global market basket. The resulting portfolio can have different sector and country exposures because risk characteristics affect security selection. Lower volatility is an intended characteristic of the strategy, rather than …